PwC/ULI 2026 Real Estate Outlook Highlights Shift to Asset, Submarket Level Focus

PwC/ULI 2026 Real Estate Outlook Highlights Shift to Asset, Submarket Level Focus

Author: Nareit December 5, 2025 Duration: 16:06
Andrew Alperstein, real estate partner at PwC, joined the REIT Report to share findings from the Emerging Trends in Real Estate 2026 outlook, produced with the Urban Land Institute. A major trend highlighted in the outlook is the shift away from a sector-based investment focus to one that drills down to the asset and submarket level. Alperstein explained that value creation in the real estate sector has reflected financing and lower cap rates. Going forward, “what we expect is that a lot more...

For anyone navigating the complex world of publicly traded real estate, Nareit's REIT Report Podcast offers a direct line to the people shaping the market. This isn't about surface-level commentary; each conversation digs into the operational realities, strategic shifts, and economic forces influencing REITs and real estate investment trusts. You'll hear from the executives making pivotal decisions within their companies, alongside analysts who interpret the trends and industry professionals with ground-level expertise. The discussions are timely, focusing on current developments and news that impacts portfolios and investment strategies. By tuning in, you gain access to a nuanced perspective on asset classes, market volatility, capital allocation, and the broader landscape of income-producing real estate. This podcast serves as an ongoing education, stripping away the jargon to reveal the substantive ideas and data-driven insights moving the industry forward. Whether you're a seasoned investor, a finance professional, or simply keen to understand the mechanics behind real estate investment, these interviews provide context and clarity that's often hard to find elsewhere.
Author: Language: en-us Episodes: 100

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Podcast Episodes
Episode 430: Commercial Real Estate on Cusp of Next Upturn: PwC [not-audio_url] [/not-audio_url]

Duration: 12:25
Andrew Alperstein, real estate partner at PwC, was a guest on the latest episode of Nareit’s REIT Report podcast. Alperstein said a key theme from the PwC/Urban Land Institute Emerging Trends in Real Estate® 2025 report…
Episode 427: Top-Down Recovery Evident in Office Sector: JLL [not-audio_url] [/not-audio_url]

Duration: 22:55
Jacob Rowden, senior manager for U.S. office research at JLL, was a guest on the latest episode of Nareit’s REIT Report podcast. He noted that within the last year, a top-down recovery has been evident in the office sect…